WD Wealth Management Ltd
Financial Services
Ayr, South Ayrshire, United Kingdom
8 employees
- Employees
- 8
- Contacts
- 2
- Emails
- 2
WD Wealth Management Ltd Overview
- Headquarters
- Ayr, South Ayrshire, United Kingdom
- Website
- wdwealth.co.uk
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2015
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About WD Wealth Management Ltd
At WD Wealth Management Ltd, a Senior Partner Practice of St. James's Place Wealth Management we provide bespoke wealth management solutions to both private and corporate clients. We cover all aspects of financial advice including, investment planning, retirement planning, tax planning as well as personal and business protection. We pride ourselves on building strong, long-lasting relationships with our clients, which allows us to provide a highly personalised service tailored to their individual goals and objectives. Our aim is to identify your financial priorities and objectives and then develop a strategy around this to meet your individual needs. Full details of the services we provide are detailed on our website. WD Wealth Management Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 16/04/2025
WD Wealth Management Ltd Contact Details
- People in AeroLeads
- 4
- With contact data
- 2
- Email contacts
- 2
- 50.0% coverage
WD Wealth Management Ltd Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Caroline Sutherland | Client Servicing Specialist at Wd | Ayr, Scotland, United Kingdom |
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|
| David Rowson Dip Pfs | Financial Adviser at Wd Wealth | Ayr, Scotland, United Kingdom |
Email
|
| Kerry Mccrindle | Administrator at Wd Wealth Management | Dunure, Scotland, United Kingdom |
Email
|
| Caitlin Mccleneghen | Technical Specialist at Wd Wealth | Prestwick, Scotland, United Kingdom |
View
|
Employees by Management Level
Individual contributor
4 profiles
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